Insights

Stablecoins are growing in popularity, but Jamie Zegleman thinks they are unlikely to dislodge the global payments duopoly of Visa and Mastercard.

As Europe boosts defence spending in response to rising geopolitical tensions, the technological transformation of warfare is changing how that money is spent. More cybersecurity and sensors, less bombs and bullets.

Long-term investment returns are not just about capturing rising markets. Protecting value is the other, sometimes underappreciated, side of the return equation.

Executive Director Roy Leckie reflects on key lessons he has learned throughout a career shaped by an enduring investment philosophy, global travel, and disciplined investing.

M&A gets a bad rap. But the right deal, by the right company, can deliver meaningful growth. Investment Manager, Alan Edington highlights a number of companies that make the case for M&A.

We believe investors should have exposure to both the US and international equity markets at all times. By complementing US exposure with holdings in leading international companies, investors can upgrade the quality of their portfolio and achieve greater diversification.

We are becoming accustomed to daily moves in share prices, prompted by short-term news with varying degrees of credibility. Such developments shouldn’t cloud our view on a company’s long-term prospects. Novo Nordisk and Roche have recently been the subject of market concern. We place those worries in the context of our long-term analysis and judgement.

ASML’s most recent results sparked volatility across the tech sector. Were investors right to be worried? Investment manager Tom Miedema visited the “the most important tech company you’ve never heard of” to find out more.

Is the company AGM “a frivolous waste of time” as Jamie Dimon claims? From Brooklyn to Milan, Alan Edington considers the increasingly heated debate around shareholder rights.

From robots in operating theatres to heart valve replacements, there have been many remarkable innovations in medical technology. However, such success does not come without challenges. Des Armstrong recently travelled to the US to investigate the current industry dynamics and, crucially, the companies that can and will continue to thrive.